Tern Share Discussion Threads

[tyrano1] 07/4/2018 18:22

The potential to be sold for something between a huge sum and a nosebleed sum is all I need to focus on. Shows that it's an absolute bargain at these stupidly low valuations. The 2p gifts courtesy of AF were too good an opportunity to pass up.

[loughton] 07/4/2018 18:22

Even your fellow idiots take the p1ss out of you!!!!!!!!!!

You mad deluded idiotic fantasist.

CUCKOO! CUCKOO!

BLEEEEEEEEEEEEEEEEEEEEEEEEEEEESSSSSS!!!!!!!!!!!!!

[loughton] 07/4/2018 18:21

Mad as a Hatter!!!!!!!!!!!!!!!!!!

The prize for the biggest idiot this year has to go to the clueless fat remedial

Poppet123 - 29 Sep 2017 - 11:34:31 - 75179 of 80913 TERN, encrypting the cloud and Internet of Things. - TERN

Joebloggs. I think you will have a very happy Christmas.

Poppet123 - 20 Apr 2017 - 11:09:59 - 63969 of 80913 TERN, encrypting the cloud and Internet of Things. - TERN

Joebloggs. No need to worry, everything will come right, book your family Christmas holiday GLA

Joeblogg2 21 Dec '17 - 17:25 - 81092 of 81092 0 0 0

Very depressing.

[jerseymike] 07/4/2018 18:14

In reality I know but I didn't want to get too carried away as my 20 bagger calculation becomes a 200 bagger very quickly - that's £15 per share!

[jerseymike] 07/4/2018 18:10

I know my figures are very conservative. I just didn't want to get too carried away. If you do it becomes unbelievable - but is possible.

[tyrano1] 07/4/2018 18:05

Jerseymike, I've used the figures provided by Device Authority themselves in September of last year. Those figures represented only the Identity and Access Management part of IOT security and reflected only 1% of the market, which I think will ultimately prove to be very conservative. They also don't include data protection markets which are equally large and an obvious additional opportunity, as is the blockchain opportunityOne of the key aspects of those projections is that the profit margin is about 60%. We don't need an army of people to manage and sell the product. If we approach 10% of market the profit margins will approach 80-90%. Based on 10% of the IAM market the company would be worth between $11-12 billion. Time will tell just how big DA will be but they are rapidly establishing themselves as a significant force in IOT security. I have no doubt that Device Authority will be big and perhaps very big. We will be looking at hundreds of millions at the very least, depending on when they sell. Each partner added to the ecosystem, and each update to Keyscaler that adds capability for other majors increases the valuation.

[mike routhorn] 07/4/2018 18:04

Jerseymike, there's no way that overheads will eat up 90% of income. Try 10% and re-calculate :).

As an aside, the Tern business model is spot a winner, take a meaningful stake, develop, sell.

If Al Sisto can sell DA for the nosebleed sum we all regard as reasonable then it a) sends BoD credibility through the stratosphere and b) provides a fat fortune for 'rinse and repeat' (as well as a divi).

Given the scale and scope of the IoT and the BoD's ability to execute the stated strategy it is not hard to envisage a Tern share price way higher than even I have stated in my most optimistic moments.

This, as others have also stated, could be spectacular, not just because of DA but way down the line.

[dave444] 07/4/2018 17:57

Whichever way you look at it the company say we are in stage 3 with DA so in a spirit of encouraging realism that means it will be sold to a third party within a year as per stated company policy!

[poppet123] 07/4/2018 17:57

Thanks Carla I agree cheers.
Nice one Bomber.

[ebomber] 07/4/2018 17:53

Agree Poppet123
Professor Loughton will wake up one morning with the realisation the prolific daily volume of posts is worth up to 5% on the TERN share price each and every day.

Read an interesting piece from recent research on the actual impact over a 12 month period of trolling x11 stocks. Posting content was not a factor for those shares that were targeted but in an uptrend the volume of posts ensured greater daily visibility and gains. For Loughton and TERN we are in that ultimate sweet spot.

We must thank him for his continued and guaranteed support of TERN.

151% gain in just the last 11 trading sessions. Look forward to a lot more ......

[loughton] 07/4/2018 17:45

Whereas 'gross income' is £30k so only 17,000x out!

PMSL!!!!!!!!!!!!!!

Jerseymike 7 Apr '18 - 17:40 - 87542 of 87542

[apsoo] 07/4/2018 17:44

KIWI - Exactly my thinking!

[jerseymike] 07/4/2018 17:40

Talking of future valuations here's one for Low Tern to PHSL. Time to dream. 1 Funding plans in US withdrawn. 2 Therefore DA must be solvent at least in short term. 3 Lots of well connected business partners seemingly going to use Keyscaler. 4 Potentially 10,000,000,000 plus devices needing securing. 5 Keyscaler secures only 10% of market and collects on average $0.50 per device per year. 6 Gross income $500,000,000,7 Net profit at 10% = $50,000,000.8 PE of only 20 to get valuation of DA at $1bn. 9 Tern share $560m. 10 Asset value in Tern attributable to DA only $2.50 per share ie £1.50 - plus InVMA and Wyld. 11 So a twenty bagger from here looks very much achievable. 12 But if any of the above numbers prove to be too conservative - who knows what could transpire. The future looks bright and I will not be selling.

[loughton] 07/4/2018 17:33

You insane bullsh1tter!!!!!!!!!!!

BLEEEEEEEEEEEEEEEEESSSSSSSSSSSSSSSSSSSSSSSSSS.

Poppet123 - 23 Feb 2018 - 11:28:28 - 84459 of 84535

Only a whisper,looks like DA offer was filled last week in USA.nothing I can confirm, but if this goes blue today I would say that there must be some truth in what I have been told. Please DYOR.

[loughton] 07/4/2018 17:33

Even your fellow idiots take the p1ss out of you!!!!!!!!!!

You mad deluded idiotic fantasist.

CUCKOO! CUCKOO!

BLEEEEEEEEEEEEEEEEEEEEEEEEEEEESSSSSS!!!!!!!!!!!!!

[loughton] 07/4/2018 17:32

Mad as a Hatter!!!!!!!!!!!!!!!!!!

The prize for the biggest idiot this year has to go to the clueless fat remedial

Poppet123 - 29 Sep 2017 - 11:34:31 - 75179 of 80913 TERN, encrypting the cloud and Internet of Things. - TERN

Joebloggs. I think you will have a very happy Christmas.

Poppet123 - 20 Apr 2017 - 11:09:59 - 63969 of 80913 TERN, encrypting the cloud and Internet of Things. - TERN

Joebloggs. No need to worry, everything will come right, book your family Christmas holiday GLA

Joeblogg2 21 Dec '17 - 17:25 - 81092 of 81092 0 0 0

Very depressing.

[poppet123] 07/4/2018 17:31

We must use him for our financial advantage for as long as we can,keep feeding him stuff that makes him reply,that is my object on here , work on the system that one by you makes 6 by him.

[dave444] 07/4/2018 17:25

If I was wealthy enough I would take out TERN as a company and then buy out the other 43% of DA as taking the controlling interest first would put me in the dominant position

[loughton] 07/4/2018 17:25

They are seriously insane on the j0ke thread, but oh so very funny!!!!!!!!!!!!!

Reality is £30k revenue with £1.5m losses and not a single dollar of interest.

PMSL!!!!!!!!!!!!

KiwiMonk7 Apr '18 - 17:22 - 87540 of 87540
0 0 0
I agree
DA should be floated off so we can extract maximum value over the years.
However I can't see AS turning down a billion in cash if offered.

But nasdaq would give DA a typical huge rating for a fast growing tech stock with 7O% margins.

Just $20m profit on a 50 p/e and we're at $1 billion mk cap.

Few years down the road and $100m net profit
On 50 p/e $5 billion cap.

There's the logic for a float.

[kiwimonk] 07/4/2018 17:22

I agree DA should be floated off so we can extract maximum value over the years.However I can't see AS turning down a billion in cash if offered.But nasdaq would give DA a typical huge rating for a fast growing tech stock with 7O% margins.Just $20m profit on a 50 p/e and we're at $1 billion mk cap.Few years down the road and $100m net profit On 50 p/e $5 billion cap.There's the logic for a float.

[still waiting] 07/4/2018 17:19

Jamonit, entirely possible, global giants only deal with other giants at the highest levels.

Im thinking Thales and the already seeing traction in the medical sector etc !!

[loughton] 07/4/2018 17:15

Read it and weep you pathetic bullsh1tting clown.